Migrate from User.com to monday CRM

User.com contacts migrate to Monday.com CRM People records. Every contact with an email, phone, user_id, last_heard (chat visitor), web push subscription, or FCM key qualifies as a billable contact in User.com and is counted toward that platform's billing. We scope the full attribute profile of each record before migration and flag which contacts carry attributes that trigger the User.com billing threshold, so the customer has a complete audit before cutover. In Monday.com, People records carry standard fields (name, email, phone, address) plus custom columns we create to mirror User.com custom properties.

User.com companies map directly to Monday.com CRM Organization records. The company-contact association is preserved by linking each Organization to its associated People records in Monday.com during import. All standard company attributes (domain, industry, size, address) migrate directly; custom company properties map to Organization custom columns created in the Monday.com board schema before migration begins.

User.com deals migrate to Monday.com CRM Deals. We create the Deals board with columns for deal value, stage, owner, and expected close date to match User.com's deal structure. Custom deal fields map to custom columns on the Deals board. Deal stage values from User.com are remapped to the Monday.com Deals pipeline stages. The deal-contact and deal-company associations are preserved by linking each Deal to its related People and Organization records.

User.com custom properties on contacts, companies, and deals map to custom columns in Monday.com. We export the full custom property schema from User.com during the initial data pull, create the equivalent custom columns in Monday.com before migration, and apply type-mapped column configurations (text, number, date, dropdown). Choice and fixed-choice fields from User.com use {} bracket notation (post-2023 format) and require normalization to Monday.com's dropdown options during the mapping transform.

User.com Events (calendar and activity events) migrate to Monday.com board items or Calendar integration entries. We preserve event timestamps (in ISO 8601 format as exported from User.com), attendee lists, and event-type attributes. Events associated with contacts or deals link to the corresponding People or Deals records in Monday.com. Event type metadata migrates as a custom column to preserve the categorization that existed in User.com.

User.com activities (calls, emails, meetings, tasks, notes) migrate to Monday.com activity logging. The activity schema is straightforward for task-type activities; behavioral metadata on email opens, chat sessions, and push notifications requires field-level mapping to preserve the relevant attributes. Activities link to the parent People or Organization record in Monday.com. Historical activity timestamps migrate in ISO 8601 format.

Tags from User.com associated with contacts and deals migrate as labels in Monday.com. Tags used for contact segmentation in User.com become Monday.com tags on the relevant People records. Tags used for deal categorization become labels on Deals board items. We preserve the full tag assignment per record during migration, though the semantic role of tags (as labels, segments, or lists) is customer-dependent and is documented in the mapping specification.

Chat transcripts and conversation history from User.com can be exported, but the exported format bundles conversation threads with contact records, requiring flattening and re-association. We separate conversation threads from contact records, map each thread to a note or item in Monday.com linked to the corresponding People record, and preserve the timestamp and channel metadata for audit purposes. Chat history is migrated as reference data; it does not replay as active conversations in Monday.com.